Project Forecasting on Dynamics 365 for Finance and Operations


Project Forecasting in Microsoft Dynamics 365 for Finance and Operations

DHRP has built an ISV/Add-on/module on top of Microsoft Dynamics 365 Finance and Operations for Project Forecasting. The features of the Project Forecasting module are as follows:
Features include:
  • Create Forecast as per Forecast Model and Financial Year
  • Copy the Forecast from one Forecast Model to Another Forecast Model
  • Lock Periods (Months)
  • Project Forecasting for Each Project and for Multiple Projects
  • Post Data and Undo Post Data to/from All Project Forecast
  • Detailed, Summarised, and Percentile View of Forecasted Data
  • Forecasting for Multiple Periods
  • Allocate Budget
  • Long-Term Forecasting
  • Carry Forward, Annual Total, LTD (Life to Date), Future Total, Budget Total
  • Data Import and Export in Excel
  • Actual Vs. Forecast
  • Variance in Percentage
  • Security Roles for Creating/Viewing Forecast

At a glance